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Research terminalQ2 2026 · 4,313 institutions · refreshed 8/27/2026 · catalog mismatch
Q2 2026 · 4,313 institutions · refreshed 8/27/2026
OptimaYield board tearsheet · reported facts
| Period | Assets | Deposits | Loans | ROA | ROE | NIM |
|---|---|---|---|---|---|---|
| 2023-09-30 | 1,002,353 | 844,066 | 746,590 | 1.29 | 13.74 | 2.75 |
| 2024-06-30 | 1,007,058 | 882,415 | 810,331 | 0.68 | 7.01 | 2.30 |
| 2024-09-30 | 1,038,571 | 911,755 | 812,039 | 0.82 | 8.43 | 2.32 |
| 2026-03-31 | 986,588 | 865,561 | 737,708 | 1.71 | 14.75 | 3.49 |
| 2026-06-30 | 982,667 | 862,961 | 735,194 | 1.82 | 15.69 | 3.52 |
6 current branch locations across 2 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2012-03-24 | 50 | 2869199 | 2006024 |
| 2011-10-29 | 50 | 3373947 | 2006024 |
No reviewed or published intelligence is linked to this institution.
Financial facts are scoped to the FDIC-insured bank. NIC transformations use the linked RSSD identity; SEC issuer and bank-holding-company facts are not silently combined. Branch data follows its annual source cadence. Intelligence appears only after review or publication.